thermal management

Vertiv expands manufacturing capacity across three facilities and acquires ThermoKey to meet soaring AI data center demand for cooling and power infrastructure.

Data center liquid cooling fluids market projected to surge from $0.28B in 2025 to $2.01B by 2032, driven by AI and high-density computing demands.

EV battery management system market surging 26.6% annually from $9.3B in 2025 to $30B by 2030, driven by AI integration and regulatory support.

Vertiv stock surges 1,400% in three years, outpacing Nvidia. Strong 2026 guidance projects 34% revenue growth driven by AI infrastructure demand.

Two data center leaders diverge: Applied Digital pursues long-term AI infrastructure growth, while Vertiv offers near-term earnings stability with $15B backlog in expanding $9.99B sector.

AI investment focus shifts from chip makers to infrastructure: networking, thermal management, power systems, and cloud providers gaining investor attention as valuations for traditional semiconductors peak.

Vertiv surges on AI infrastructure demand, posting 27.5% revenue growth and $15B backlog. Company guides 32% growth in 2026 as hyperscalers expand data centers.